Latest Institutional Purchases of Pimco Dynamic Income Fund (PDI)
This list provides information on the latest institutional transactions involving Pimco Dynamic Income Fund (PDI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.6K+ 4.92% |
$29.3K - $33.3K
|
34.1K
$661K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.57K+ 13.3% |
$28.7K - $32.7K
|
13.3K
$259K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.4K+ 2.65% |
$25.7K - $29.2K
|
54.3K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 2.67% |
$24K - $27.3K
|
50.3K
$976K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.09K+ 6.59% |
$19.9K - $22.6K
|
17.6K
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
835New |
$15.3K - $17.4K
|
835
$16.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
750New |
$13.7K - $15.6K
|
750
$14.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
716+ 3.97% |
$13.1K - $14.9K
|
18.7K
$363K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
600+ 333.33% |
$11K - $12.5K
|
780
$15.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
585+ 58500.0% |
$10.7K - $12.2K
|
586
$11.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
530+ 85.48% |
$9.71K - $11.1K
|
1.15K
$22.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
475+ 2.83% |
$8.71K - $9.9K
|
17.3K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
400+ 14.29% |
$7.33K - $8.34K
|
3.2K
$62K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
375+ 3.58% |
$6.87K - $7.82K
|
10.9K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
359+ 4.89% |
$6.58K - $7.49K
|
7.7K
$149K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
327+ 3.58% |
$5.99K - $6.82K
|
9.46K
$183K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
319+ 0.6% |
$5.85K - $6.65K
|
53.1K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
270+ 2.32% |
$4.95K - $5.63K
|
11.9K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
86+ 5.24% |
$1.58K - $1.79K
|
1.73K
$33.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
84+ 0.33% |
$1.54K - $1.75K
|
25.7K
$498K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
57+ 0.47% |
$1.04K - $1.19K
|
12.1K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37+ 2.34% |
$678 - $771
|
1.62K
$31.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
35+ 1.71% |
$642 - $730
|
2.08K
$40.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 7.5% |
$550 - $626
|
430
$8.33K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
14+ 0.09% |
$257 - $292
|
16.1K
$313K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
364K+ 64.93% |
$6.8M - $7.37M
|
924K
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
200K+ 640.5% |
$3.73M - $4.04M
|
231K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
190K+ 18.86% |
$3.55M - $3.84M
|
1.2M
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
167K+ 1.45% |
$3.12M - $3.38M
|
11.6M
$225M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
134K+ 19.52% |
$2.5M - $2.71M
|
819K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
117K+ 84.18% |
$2.19M - $2.37M
|
256K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
109K+ 12.73% |
$2.04M - $2.21M
|
965K
$18.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
108K+ 13.95% |
$2.01M - $2.18M
|
879K
$17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
98.9K+ 15.45% |
$1.85M - $2M
|
739K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
96.1K+ 7.45% |
$1.8M - $1.95M
|
1.39M
$26.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
90.1KNew |
$1.69M - $1.83M
|
90.1K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
88.9K+ 9.66% |
$1.66M - $1.8M
|
1.01M
$19.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.5K+ 3.22% |
$1.52M - $1.65M
|
2.61M
$50.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
67.4KNew |
$1.26M - $1.36M
|
67.4K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
51.9K+ 11.84% |
$971K - $1.05M
|
490K
$9.5M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45.3K+ 18.61% |
$846K - $916K
|
288K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
39.5KNew |
$739K - $800K
|
39.5K
$766K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
37.8KNew |
$706K - $764K
|
37.8K
$732K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
37.5KNew |
$702K - $760K
|
37.5K
$727K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
36.5KNew |
$683K - $739K
|
36.5K
$707K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
35.8K+ 43.83% |
$670K - $725K
|
118K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
35.3KNew |
$660K - $715K
|
35.3K
$684K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
34.8K+ 235.11% |
$651K - $705K
|
49.7K
$962K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
30.9K+ 55.01% |
$579K - $627K
|
87.2K
$1.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
30.6KNew |
$572K - $620K
|
30.6K
$593K
|
|